Filing Research | APLD - APPLIED DIGITAL CORP Institutional Holdings

Snapshot holdings

50 / 125 loaded

#		Instrument	quantity
1	EQUITEC PROPRIETARY MARKETS, LLC	Shares	8.4MSH	$312.3M
2	DBA TRADING, LLC	Shares	5.6MSH	$132.4M
3	Clarity Financial LLC	Shares	282.1KSH	$10.5M
4	THOR INVESTMENT MANAGEMENT INC /OH/ /ADV	Shares	279.3KSH	$10.4M
5	Tactive Advisors, LLC	Shares	149.3KSH	$5.6M
6	Mirae Asset Global Investments Co., Ltd.	Shares	139.3KSH	$5.2M
7	Police & Firemen's Retirement System of New Jersey	Shares	115.1KSH	$4.3M
8	Wealth Management Associates, Inc.	Shares	97.5KSH	$3.6M
9	B. Riley Wealth Advisors, Inc.	Shares	74.9KSH	$2.8M
10	Register Financial Advisors LLC	Shares	73.8KSH	$2.8M
11	PFG Investments, LLC	Shares	72.9KSH	$2.7M
12	Cadent Capital Advisors, LLC	Shares	62.3KSH	$2.3M
13	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	64.4KSH	$2.3M
14	Dupree Financial Group, LLC	Shares	52.2KSH	$1.9M
15	Whitaker-Myers Wealth Managers, LTD.	Shares	49.4KSH	$1.8M
16	Hennion & Walsh Asset Management, Inc.	Shares	41.8KSH	$1.6M
17	COOKSON PEIRCE & CO INC	Shares	36.3KSH	$1.4M
18	Royal Fund Management, LLC	Shares	34.5KSH	$1.3M
19	MISSION WEALTH MANAGEMENT, LP	Shares	33.6KSH	$1.3M
20	Yorktown Management & Research Co Inc	Shares	30.4KSH	$1.1M
21	Y-Intercept (Hong Kong) Ltd	Shares	29.6KSH	$1.1M
22	EXCHANGE TRADED CONCEPTS, LLC	Shares	28.1KSH	$1.0M
23	Quad-Cities Investment Group, LLC	Shares	23.6KSH	$880.3K
24	SBI Securities Co., Ltd.	Shares	22.0KSH	$821.6K
25	Crumly & Associates Inc.	Shares	21.3KSH	$793.4K
26	Apollon Wealth Management, LLC	Shares	20.4KSH	$761.6K
27	Bison Wealth, LLC	Shares	20.1KSH	$673.7K
28	MRA Advisory Group	Shares	16.3KSH	$608.7K
29	Farther Finance Advisors, LLC	Shares	15.9KSH	$591.5K
30	Abel Hall, LLC	Shares	14.6KSH	$545.7K
31	Benin Management CORP	Shares	14.6KSH	$544.6K
32	CLARK FINANCIAL SERVICES GROUP INC /BD	Shares	14.4KSH	$537.3K
33	FLAGSHIP HARBOR ADVISORS, LLC	Shares	13.9KSH	$517.7K
34	SLT Holdings LLC	Shares	13.5KSH	$503.6K
35	Activest Wealth Management	Shares	13.0KSH	$484.9K
36	Colonial River Investments, LLC	Shares	12.8KSH	$478.8K
37	Valeo Financial Advisors, LLC	Shares	11.6KSH	$431.5K
38	Oxinas Partners, LLC	Shares	11.1KSH	$412.7K
39	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	13.1KSH	$407.5K
40	Mann Financial Group, Inc.	Shares	10.5KSH	$391.6K
41	TrueWealth Advisors, LLC	Shares	10.2KSH	$381.0K
42	Dynamic Advisor Solutions LLC	Shares	9.7KSH	$361.9K
43	SHELTON WEALTH MANAGEMENT, LLC	Shares	9.6KSH	$357.7K
44	Meadowbrook Wealth Management, LLC	Shares	9.9KSH	$352.3K
45	LANARK FINANCIAL, INC.	Shares	9.2KSH	$341.9K
46	J.W. COLE ADVISORS, INC.	Shares	8.6KSH	$321.4K
47	Cape Investment Advisory, Inc.	Shares	8.0KSH	$298.4K
48	Heck Capital Advisors, LLC	Shares	7.8KSH	$292.6K
49	E&G Advisors, LLC	Shares	7.8KSH	$289.1K
50	D.A. DAVIDSON & CO.	Shares	7.6KSH	$284.4K

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Manager changes2026-06-30 vs 2026-03-31

50 / 140 loaded

#		Instrument
1	EQUITEC PROPRIETARY MARKETS, LLC new	Shares	+8.4M	+$312.3M	$312.3M
2	Clarity Financial LLC new	Shares	+282.1K	+$10.5M	$10.5M
3	Police & Firemen's Retirement System of New Jersey added	Shares	+51.2K	+$2.8M	$4.3M
4	Mirae Asset Global Investments Co., Ltd. added	Shares	+22.8K	+$2.4M	$5.2M
5	Cadent Capital Advisors, LLC new	Shares	+62.3K	+$2.3M	$2.3M
6	Tactive Advisors, LLC trimmed	Shares	-2.2K	+$2.0M	$5.6M
7	PFG Investments, LLC added	Shares	+39.7K	+$1.9M	$2.7M
8	Whitaker-Myers Wealth Managers, LTD. new	Shares	+49.4K	+$1.8M	$1.8M
9	Wealth Management Associates, Inc. trimmed	Shares	-35	+$1.3M	$3.6M
10	B. Riley Wealth Advisors, Inc. trimmed	Shares	-584	+$1.3M	$2.8M
11	Y-Intercept (Hong Kong) Ltd new	Shares	+29.6K	+$1.1M	$1.1M
12	Royal Fund Management, LLC added	Shares	+25.9K	+$1.1M	$1.3M
13	Hennion & Walsh Asset Management, Inc. added	Shares	+21.1K	+$1.1M	$1.6M
14	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+28.1K	+$1.0M	$1.0M
15	Register Financial Advisors LLC trimmed	Shares	-1.6K	+$963.3K	$2.8M
16	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+9.4K	+$948.0K	$2.3M
17	THOR INVESTMENT MANAGEMENT INC /OH/ /ADV trimmed	Shares	-125.1K	+$816.0K	$10.4M
18	Dupree Financial Group, LLC added	Shares	+821	+$727.1K	$1.9M
19	Bison Wealth, LLC new	Shares	+20.1K	+$673.7K	$673.7K
20	COOKSON PEIRCE & CO INC added	Shares	+4.1K	+$588.4K	$1.4M
21	MISSION WEALTH MANAGEMENT, LP added	Shares	+3.2K	+$530.3K	$1.3M
22	Colonial River Investments, LLC new	Shares	+12.8K	+$478.8K	$478.8K
23	Yorktown Management & Research Co Inc unchanged	Shares	0	+$411.5K	$1.1M
24	Apollon Wealth Management, LLC added	Shares	+5.3K	+$402.1K	$761.6K
25	TrueWealth Advisors, LLC new	Shares	+10.2K	+$381.0K	$381.0K
26	Farther Finance Advisors, LLC added	Shares	+6.5K	+$362.3K	$591.5K
27	Activest Wealth Management added	Shares	+7.0K	+$342.5K	$484.9K
28	LANARK FINANCIAL, INC. added	Shares	+8.6K	+$328.8K	$341.9K
29	J.W. COLE ADVISORS, INC. new	Shares	+8.6K	+$321.4K	$321.4K
30	Cape Investment Advisory, Inc. new	Shares	+8.0K	+$298.4K	$298.4K
31	E&G Advisors, LLC new	Shares	+7.8K	+$289.1K	$289.1K
32	Crumly & Associates Inc. unchanged	Shares	0	+$288.4K	$793.4K
33	D.A. DAVIDSON & CO. new	Shares	+7.6K	+$284.4K	$284.4K
34	Quad-Cities Investment Group, LLC trimmed	Shares	-1.9K	+$274.7K	$880.3K
35	Interchange Capital Partners, LLC new	Shares	+7.2K	+$268.7K	$268.7K
36	TCFG Investment Advisors, LLC new	Shares	+7.1K	+$265.8K	$265.8K
37	Barnes Wealth Management Group, Inc new	Shares	+6.8K	+$253.0K	$253.0K
38	SBI Securities Co., Ltd. trimmed	Shares	-2.0K	+$251.3K	$821.6K
39	CLARK FINANCIAL SERVICES GROUP INC /BD added	Shares	+1.8K	+$238.3K	$537.3K
40	Fifth Third Wealth Advisors LLC new	Shares	+6.0K	+$223.9K	$223.9K
41	FORTEM FINANCIAL GROUP, LLC new	Shares	+6.0K	+$223.8K	$223.8K
42	EASTERLY INVESTMENT PARTNERS LLC new	Shares	+5.8K	+$216.2K	$216.2K
43	Synergy Asset Management, LLC new	Shares	+5.7K	+$211.0K	$211.0K
44	Abel Hall, LLC added	Shares	+430	+$208.6K	$545.7K
45	Pine Valley Investments Ltd Liability Co new	Shares	+5.5K	+$205.3K	$205.3K
46	Benin Management CORP unchanged	Shares	0	+$198.0K	$544.6K
47	FLAGSHIP HARBOR ADVISORS, LLC trimmed	Shares	-400	+$178.7K	$517.7K
48	SLT Holdings LLC trimmed	Shares	-1.0K	+$159.3K	$503.6K
49	Valeo Financial Advisors, LLC trimmed	Shares	-97	+$154.6K	$431.5K
50	Dynamic Advisor Solutions LLC added	Shares	+110	+$134.2K	$361.9K

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